How to link to report

This exciting feature allows you to populate the report template automatically. There are two functions in it:

              1 . Create Template

allows you to set up a report template, either in Word or PowerPoint. After you click the button, you should see the instructions. Basically, you just need to:

1)  copy the cell with a range named started with ‘MBL_’ (you can find that on the left of the formula bar) , for example, ‘MBL_Metric_MarketYield’, and

2) switch to your report template, go to the location where you want to paste. On the top left of the Home ribbon, choose the down-arrow under ‘Paste’, and

3) choose Paste Special à Paste Link à Microsoft Excel Worksheet Object (recommended)

note:

You probably only need to do it once. Let us know if it takes too long. We are happy to do that for you. (Additional charge will apply)

If there is a range name missing on the cell that you want to copy, let us know or just create a custom sheet which contains that range name and link to that cell.

2. Link to Template

Just upload the report template and click [Update Data in file], which will link to current model to the report template and download the updated report.